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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jennifer Defries (CRD# 2940637) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bloomington, IL and has over 7 years of experience in the finance industry.
Philip Dehner (CRD# 1294380) is an Investment Advisor Representative working at Edward Jones in Lincoln, IL and has over 39 years of experience in the finance industry.
James Dischert (CRD# 5204944) is an Investment Advisor Representative working at Three Sixty Wealth Management, LLC in Bloomington, IL and has over 17 years of experience in the finance industry.
Steven Dobski (CRD# 6441426) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomington, IL and has over 9 years of experience in the finance industry.
Kenneth Eckhardt (CRD# 5691981) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minier, IL and has over 13 years of experience in the finance industry. Kenneth Eckhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Peter Falstad (CRD# 1838792) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bloomington, IL and has over 32 years of experience in the finance industry. Peter Falstad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Felix (CRD# 6245800) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln, IL and has over 10 years of experience in the finance industry.
Andrew Fitzpatrick (CRD# 5741117) is an Investment Advisor Representative working at Pacesetter Financial Group, LLC in Lincoln, IL and has over 14 years of experience in the finance industry.
Karen Fleming (CRD# 1735371) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Normal, IL and has over 32 years of experience in the finance industry.
Edward Flesch (CRD# 726610) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Decatur, IL and has over 43 years of experience in the finance industry.